Raoul Pal is the Co-Founder & CEO of Real Vision. He also writes ‘Global Macro Investor” and he has a brand new asset management firm (EXPAAM), with a mission to deliver leading returns on invested capital and serve as catalysts of crypto adoption. In this conversation, we talk about the bitcoin ETF, who is going to win the Cointucky Derby, Ethereum, Solana, his “Everything Code” thesis, macro environment, and more.

NFT + Real Vision for free – realvision.com/pomp

Twitter @RaoulGMI

GMI – app.globalmacroinvestor.com

Exponential Age Asset Management - EXPAAM (Fund of Hedge Funds) – expaam.com

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Pomp writes a daily letter to over 250,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

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Episode highlights

Raoul Pal, "Don't Fuck This Up"

Financialization of Bitcoin and its Impact on Market Dynamics

Raoul Pal, on picking crypto small caps

To early on tokenization